7202 results found
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1 vote
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Metrics and reporting api (Status and Document Analytics)
API document by status - drilldown to identify the document for follow up
API document analytics
Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
example: how many documents are opened but not complete
example: data on time it's been open and not signed/completed.
have drilldown into the document to follow up with the recipient to move the document to complete1 vote -
1 vote
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Direct separate payment links for each product in the pricing table.
Direct separate payment links for each product in the pricing table.
1 vote -
Ability to automatically generate random number on fields
The customer requests that the field be capable of generating a random number to serve as an order or reference number.
1 vote -
1 vote
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Recipient view: adding download and print icons to the top right
Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
Adding download and print icons to the top right1 vote -
Import Form Selections from CSV Upload
If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.
1 vote -
1 vote
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1 vote
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1 vote
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1 vote
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1 vote
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Custom Role: ability to create documents only from shared templates in document wizard
Custom role permission:
I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.1 vote -
Embedded form: hide the section on the top of the form that displays a recipient's email address
Embedded form: hide the section on the top of the form that displays a recipient's email address
1 vote -
Option for the recipient to edit the tax column in the quote builder
Option for the recipient to edit the tax column in the quote builder
1 vote -
Option for the recipient to change the description in the quote builder
Option for the recipient to change the description in the quote builder
1 vote -
Integrate Survey Monkey or other Quiz apps
Native integration with Survey Monkey or apps for quizzes.
1 vote -
Show full template/ document names in the list
Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.
Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown
1 vote -
HubSpot: if checkbox is checked when the variable is filled
can I also check or uncheck boxes conditional on some field in Hubspot. E.g. I add a checkmark field that is ticked when the field [Contact.FirstName] in Hubspot is filled?
1 vote
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